On today’s show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck to discuss rising stars vs fallen angels, how to be tactical with fixed income, what a fallen angel is, and much more!
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Animal Spirits: The Craziest Commodities Market Ever
On today’s show, we discuss the recent boom in agricultural commodities and the major supply-chain disruptions.
Doing Nothing is Hard Work
Why soccer goalies should stay in the middle more on penalty kicks.
Explaining the 2020 Stock Market
The biggest companies are crushing the compeitition this year.
The Bear Market in Happiness
Trying to find happiness during a pandemic.
Returns From the Bottom of Bear Markets
We are now in the 13th worse bear market since the late-1920s with losses just shy of 30%. It would take another 15% drop from here to get to a 40% loss. It would take another 30% drop from here to get to a 50% loss. I don’t know if this is going to happen and neither…
2018 vs. 2019 in the Stock Market
No two years in the stock market are ever the same but there are lessons from looking at past performance.
Financial Gifts For Your Holiday Wish List
“Clark, that’s the gift that keeps on giving the whole year.” – Cousin Eddie
Talk Your Book: Greg Zuckerman on Jim Simons & Renaissance Technologies
On this Talk Your Book we spoke with the Wall Street Journal’s Greg Zuckerman about his new book The Man Who Solved the Market: How Jim Simons Launched a Quant Revolution. We discussed: Zuckerman’s approach to writing this book Does Medallion have the greatest track record in history? The difference between Ren Tech and high-frequency…
Re-Framing the Next Downturn
It feels like people have been worried about the next recession every day since the last one was over. I get it. Recessions aren’t fun. But you can’t constantly remain in the fetal position simply because you know the economy and markets eventually have a downside. Here’s a piece I wrote for Fortune to provide…
